Jacob Lehman

Client Advocate

About me

Jacob Lehman is a highly motivated and driven professional deeply committed to empowering small businesses. With a notable tenure at our firm since August 2021, Jacob has garnered substantial expertise through his collaboration with reputable CPA firms, corporations, nonprofit organizations, and large enterprises. Possessing an Associate's Degree in Business Administration from Mount Vernon Nazarene University, Jacob's comprehensive background equips him with a strong foundation of knowledge and proficiency in his current capacity as a Client Advocate at SRB Capital.

Jacob's dedication lies in streamlining the intricate process of filing for the employee retention credit, ensuring that deserving small businesses receive the rightful tax refunds they deserve. His profound understanding of tax regulations and commitment to excellence enables him to provide unparalleled support to clients, offering them peace of mind and enabling them to navigate the complexities of financial opportunities effortlessly.

With a proven track record of delivering results and a passion for empowering small businesses, Jacob exemplifies true professionalism and integrity.

Jacob Lehman

Client Advocate

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Jacob Lehman

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We have one mission: to maximize your ERC refund. With this in mind, we’ve collected insights from CPAs, the IRS, SBA officials, and computer science engineers to design patent pending software that calculates your maximum refund allowed by law with 100% accuracy. Discover how we put our decades of tax knowledge and insights and today’s most powerful technology to work in your advantage.


8868 Columbus Rd
Mount Vernon, OH 43050